CounterPoint Maintenance: Purge Inactive Items

From time to time, your System may become bogged down with an abundance of Items that are no longer Sold and/or Stocked at your Location. The Best way to deal with this is by using the Purge Inactive Items Utility.
The Purge Inactive Items utility allows you to remove inactive items from your database. Inactive items are items that have no quantity on-hand, no quantity committed, and no sales activity after the Last sale cutoff date you specify. Purging inactive items allows you to simplify your item records, improve system performance, and reduce the size of your database.
Purging inactive items does not remove historical detail for Sales, Receivings, or other item-related activity.
In Multi-Site and Offline Ticket Entry environments, the Purge Inactive Items utility can only be used at the Hub (i.e., the First Site). Items that are purged from the Hub database will be removed from each Remote server and offline workstation during their next database replication sessions.

Using the purge inactive utility

Select Inventory > Utilities > Purge Inactive Items to display the Purge Inactive Items window.
Specify a Last sale cutoff date. Only items with no sales activity after the date you specify will be selected for purging.
Select the Purge items never sold check box to purge items that have never had any sales activity, in addition to those with no sales activity since the specified Last sale cutoff date.
Select the Purge active ecommerce items check box to include Active ecommerce items that have no sales activity since the specified Last sale cutoff date. Without this setting, ecommerce items with a Status of Active are not considered for purging.
You can define additional filtering criteria from the Item tab to specify a particular range of items to purge.
To prevent unauthorized users from purging inactive items, you should exclude the Inventory > Utilities > Purge Inactive Items command from the menu code of all users who should not be able to access this utility.
When you have specified the appropriate filtering criteria, click Preview to display the PURGE INACTIVE ITEMS report. This report lists the items that will be purged, as determined by the criteria you have defined. Items that cannot be purged are identified by an “X,” along with an explanation of why the item cannot be purged.
You should carefully review the PURGE INACTIVE ITEMS report before purging. If the report includes items that you do not want to purge, revise your filtering criteria, and review the report again.
You can print or preview the PURGE INACTIVE ITEMS report as many times as you like without affecting your data. When you are satisfied that the report includes only the items you want to purge, click Purge to begin the purging process.
The PURGE INACTIVE ITEMS report appears again to give you another opportunity to review the items that you are about to purge. If you are certain the report includes only the items you want to purge, print the report to provide a permanent record of the items you are purging.
Close the PURGE INACTIVE ITEMS report to proceed with the purge. The following message appears to verify that you want to purge inactive items.
Click Yes to purge the specified inactive items from your database.
This process permanently removes the specified items from your database! Make certain that the PURGE INACTIVE ITEMS report includes only items you want to purge.
When the purge is complete, the following message appears to indicate the number of items that were purged, as well as the number of items that could not be purged due to unposted documents.
Click OK to close this message and return to the Purge Inactive Items window.

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